Authors: Inc. Product Concept Mfg..
Spiral-bound, 26 pages
Publisher:
Publication Date: 2006


Reviews :

    That process of starting a will seems daunting, and that is why so many people put it off. What does it involve? What should you think about? How can you be sure your wishes are carried out? This very helpful organizer includes a sample will, and takes you through, in plain easy-to-understand language, step-by-step. While it is recommended to consult a lawyer for your final will, you can save lots of time and money by being totally prepared with Finally! Getting Your Will Started. Most importantly, the thoughtful approach of this book will give you peace of mind about your decisions. 26 pages includes pockets to hold copies of important papers and policies....

Authors: David Landay.
Hardcover, 480 pages
Publisher: St. Martin's Press
Publication Date: 1998-10-27
Edition: 1st

Reviews :

    ...

    Coming off the deaths of his father following a bout with lung cancer, a loved one who was diagnosed with leukemia, and a number of friends who contracted HIV, attorney David S. Landay wrote Be Prepared for people facing life-challenging conditions. The book is organized and presented in a tone Landay says is necessary for anyone facing an uncertain future. As such, he repeatedly emphasizes a need to both expect the best and prepare for the worst. He covers a variety of topics, including drugs and treatments, nutrition and exercise, taxes, new uses of existing assets, and estate planning. Being proactive is a consistent theme and is particularly relevant in areas such as medical power of attorney, living wills, do-not-resuscitate orders, durable power of attorney, and preneed decisions about children. Of course, when it comes to an area such as money, it's tempting to assume that much of this information is already presented in other reputable books on financial planning that cover areas such as life, disability, and health insurance. But Landay makes a point of noting that some of his concepts for people with life-challenging conditions appear to fly against conventional wisdom. He calls attention to those concepts with a special symbol and refers to them as CASH: Conventional Advice Switched on its Head. (Examples: As long as you have a taxable income, it is advisable to continue to invest in retirement accounts; even if you don't have health insurance, there are still ways to get it; disability does not generally happen overnight; Medicaid covers more long-term care than Medicare.) And the book is certainly unique in its compilation of advice in a variety of areas (medical, financial, and legal), all aimed at informing people facing critical decisions. In the end, it's hard to know if Be Prepared is a truly proactive tool, or the type of resource people won't turn to until a crisis strikes. In that sense, it's much like earthquake preparation guides that go unnoticed until the big one hits. Nevertheless, Landay's effort is a sobering reminder both that poor health can send our lives spiraling out of control and that a little planning ahead can bring pride, dignity, and a sense of power to an otherwise compromised life. --John Russell...

Authors: Martin M. Shenkman.
Paperback, 226 pages
Publisher: Wiley
Publication Date: 2000-03-24


Reviews :

    * Avoid probate
* Manage and protect assets through disability
* Eliminate the need for a court-appointed guardian
* Avoid living trusts hype


AVOID THE BALONEY, PUFFERY, AND SNAKE OIL
OR HOW TO BEST UTILIZE LIVING TRUSTS
FOR YOURSELF AND YOUR HEIRS

A properly arranged living trust can be an invaluable estate and financial planning tool that ultimately insures your assets will reach heirs as quickly and cost effectively as possible. Unfortunately, this is more difficult to accomplish than it should be. The misinformation surrounding living trusts is staggering. Many trusts are poorly written, shamefully mismanaged, and improperly used. But even when correctly planned, a

living trust is not necessary or beneficial for everyone. How do you decide if it's the right thing for you? And how do you do it right? Get informed.

In this comprehensive book, attorney Martin M. Shenkman guides you through the confusion to gain an understanding of the process that will help you avoid pitfalls, taxes, liability manipulation, and wasted money. Here are steps to:
* Minimize probate abuse
* Minimize living trust abuse
* Protect yourself from the legal and financial ravages of disability
* Distinguish the hucksters from the real expert advisers
* Use a living trust as part of a complete estate plan to reach all your personal goals
* Avoid the need for a court-appointed guardian
* Save taxes
* Decipher documents


. . . and much more. Using sample checklists, and numerous real-life examples, Shenkman provides a balanced view of living trusts that will clarify what you do and don't need....

Authors: Robert A. Rikoon.
Hardcover, 365 pages
Publisher: Wiley
Publication Date: 1999-07-12
Edition: Thumb Indexed

Reviews :

    /IManaging Family Trusts/N is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. /IManaging Family Trusts/N provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards....

Authors: Holmes F. Crouch.
Paperback, 224 pages
Publisher: Allyear Tax Guides
Publication Date: 1998-03


Reviews :

    Covers letters testamentary, inventory & appraisement, Form 706, death tax computations, and estate closing....

Authors: Kenney F. Hegland. Robert B. Fleming.
Paperback, 286 pages
Publisher: Carolina Academic Press
Publication Date: 2007-04-02


Reviews :

    If you are getting older (or hope to), this book is for you. It will save you and your family money, restless nights, and heartbreak. Do I really need a living will? What are living trusts and should I attend a free seminar? How can I protect myself from scams and identity theft? How can I care for my aged parents? What are assisted living facilities and what about nursing homes? How can I recognize elder abuse and what about guns in the home? How can I fight age discrimination? What will be my insurance needs? What are reverse mortgages, Roth IRAs, durable powers of attorney, and disgruntled heirs? Will I have to give up both driving and sex? Need I worry about estate taxes? Should I avoid Probate? Most important, how can I get my family (and myself) to discuss the real problems that will face us? Here they come, ready or not. Not to worry. You don't have to read the entire book. What you need to know right now is in the first four chapters. The rest can wait. This is a serious book about serious times, but, if you re not up for an occasional joke, or poem, just put it back....

Authors: Colleen Barney. Victoria Collins.
Paperback, 163 pages
Publisher: Kaplan Business
Publication Date: 2002-03-11


Reviews :

    Sometimes, despite careful planning and the best of intentions, life works out differently than expected. In Best Intentions, authors Colleen Barney and Victoria Collins examine the impact of estate planning and share stories and letters from and about real people. These are people who, despite careful planning, did not pass on to their loved ones what they had intended-their own special life lessons, messages and financial inheritance.

Most books on estate planning center on avoiding probate and paying less in taxes. For the first time ever, a noted financial planner (Collins) and a respected estate attorney (Barney) present a completely new look at a subject usually considered dry and technical, even morbid. They use letters and stories by and about children, parents, and others to focus on nontraditional estate planning concepts like passing on visions and ideals, values and morals, work ethic and guidance, and love.

Emphasizing people, their lives, and their desires and goals for future generations, the authors show readers how to:

*Understand their own family, social, emotional, and economic dynamics.

*Identify what is really important to them.

*Tailor uniquely personal estate plans.

*Explore alternatives to traditional estate planning concepts.

*Balance the financial and emotional aspects of estate planning.

Sooner or later, estate planning becomes an important aspect of every individual’s life plan. Best Intentions enables readers to apply practical, topical, and timely recommendations to their own personal circumstances-whether their net worth is $10,000, $10,000,000, or more....

Authors: Robert A. Esperti. Renno L. Peterson.
Paperback, 352 pages
Publisher: Penguin (Non-Classics)
Publication Date: 2001-01
Edition: Rev Upd

Reviews :

    Revised and updated, this workbook for creating a Living Trust as a probate-free alternative to wills explains everything that readers need to know. Includes and explanation of what a Living Trust is and how it works; how to place various properties into the trust; charts, checklists, worksheets, and sample forms with instructions; and tips on choosing a lawyer....

Authors: Donald J. Jonovic. Wayne D. Messick.
Hardcover, 209 pages
Publisher: Jamieson Pr
Publication Date: 1986-09

Authors: W. Neil, Ph.D. Gallagher.
Paperback, 230 pages
Publisher: Wiley
Publication Date: 2005-11-25
Edition: 1

Reviews :

    The Money Doctor's Guide to Taking Care of Yourself When No One Else Will

Caring for a loved one--whether it be an elderly parent or spouse--is a reality facing many working adults today. Yet, many of us lack a plan that could make this situation less stressful for all parties involved.

Author W. Neil Gallagher has twenty years' experience helping people cope with these issues, and with this book, he shows you the best ways to navigate what could possibly be one of the most emotionally draining times in your life. Through a unique combination of professional and personal experiences, Gallagher reveals ways in which you can care for yourself and your loved ones, so that you can both grow old gracefully.

Along the way he also discusses:
* How to choose the right nursing home, should you decide to go that route
* How to ensure that you and your loved ones are protected financially--long-term care (LTC) insurance, living trusts, income annuities, offshore corporations, and more
* The physical, emotional, intellectual, and spiritual dynamics of aging
* The pros and cons of alternate care options--self-care, private pay, Medicare, and Medicaid
* How to be a good caregiver--valuable information you need to know, whether you're stepping into or continuing your care giving role


It might seem like a long way off, but the future is right around the corner. The Money Doctor's Guide to Taking Care of Yourself When No One Else Will can help you plan for the inevitability of caring for a loved one. After all, a well-laid-out plan puts financial and medical decisions where they belong--in your hands....